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Funds / Grove Bank & Trust
Institutional Fund

Grove Bank & Trust

Miami, FLCIK 16622125 filings on record

Portfolio Value
$884.38M
Q1 2026
Holdings
856
Reported positions
New Buys
43
Opened this quarter
QoQ Change
-0.5%
from $889.03M

Portfolio Value Trend

Reported 13F value by quarter

Portfolio value trend — upgrade to see history

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Top Allocations

Largest positions by weight

  • Vanguard Index Fds8.4%
  • Apple Inc4.6%
  • Ishares Tr4.6%
  • Ishares Tr3.9%
  • Ishares Tr3.4%
  • Ishares Tr3.3%
  • Other71.8%

Portfolio Holdings

856 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Vanguard Index Fds124.2K$74.21M8.4%+2.7KAdded
2Apple Inc161.6K$41.00M4.6%2.9KReduced
3Ishares Tr602.6K$40.69M4.6%93.7KReduced
4Ishares Tr276.7K$34.39M3.9%89Reduced
5Ishares Tr333.8K$30.21M3.4%+10.3KAdded
6Ishares Tr44.6K$29.11M3.3%1.2KReduced
7Ishares Inc371.7K$25.93M2.9%+12.4KAdded
8Nvidia Corporation112.1K$19.55M2.2%2.7KReduced
9Vanguard Scottsdale Fds308.2K$18.04M2.0%+307.9KAdded
10Select Sector Spdr Tr247.1K$15.14M1.7%+131.3KAdded

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